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Steward Partners Investment Advisory’s Carter Bankshares CARE Stock Holding History

Steward Partners Investment Advisory’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-436
Closed -$6.09K – 7133
2021
Q1 		$6.09K Buy
+436
New +$5.29K ﹤0.01% 2961

Other funds holding CARE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Steward Partners Investment Advisory's CARE Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Carter Bankshares (CARE) in Q2 2021, closing a stake of 436 shares — an estimated $6.09K sold.

Steward Partners Investment Advisory first reported a position in CARE in Q1 2021 and held it in 1 quarter. The position peaked at $6.09K in Q1 2021. 80 funds tracked by Wall St. Rank hold CARE as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Carter Bankshares position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 436 Carter Bankshares shares in Q2 2021, an estimated $6.09K.
  • Steward Partners Investment Advisory first reported a position in Carter Bankshares in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Carter Bankshares position peaked at $6.09K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.